Closed File History Report

The Closed File History Report screen is divided into two sections; System Parameters and User Parameters. In the System Parameters section, the user must specify details for the format of the report; in the User Parameters section, the user must specify details pertaining to the content of the report. For general information on running reports and on defining System Parameters, please refer to the Running Reports help document.

Report Description

The Closed File History Report is generated based on a user specified range of Timekeepers, Matter Opened Dates, Matter Closed Dates, Matter Destroy Dates, and Closed Matter Numbers. The report can also be produced for only those Matters with a minimum Write Off amount. If the user chooses, the Comments for each Matter can also be included in the report.

The report can be generated in two different formats: sorted alphabetically, or sorted numerically. For either option, the report information is sorted first by Client and then by Matter.

User Parameters

Start Timekeeper, End Timekeeper
From the lists provided, the user must select the range of Timekeepers to be included in the report. The user also has the option to manually enter the unique identifiers of the Timekeepers. These fields default to the first and last Timekeepers in the lists (i.e. by default, all available Timekeepers will be included in the report).

Minimum Writeoff (neg amt)
To include in the report only those Matters that had a minimum dollar amount written off, the user must manually enter that dollar amount in this field. Note: The amount must be entered as a negative amount. This field defaults to "0.00".

Open Date X to X
The user must manually enter the range of Matter Opened Dates. Only those Matters that were opened within the specified range of dates will be included in the report. These fields default to the current system date.

Closed Date X to X
The user must manually enter the range of Matter Closed Dates. Only those Matters that were closed within the specified range of dates will be included in the report. These fields default to the current system date.

Destroy Date X to X
The user must manually enter the range of Matter Destroy Dates. Only those Matters that were destroyed or are scheduled to be destroyed within the specified range of dates will be included in the report. These fields default to the current system date.

Print Comments
To include the Matter comments in the report, the user must select "Y" from the list provided. To not include Matter comments in the report, the user must select "N" from the list provided. The user also has the option to manually enter either "Y" or "N". This field defaults to the "Y" option.

Start Closed Number, End Closed Number
The user must manually enter the unique identifiers to define range of Closed Matters to be included in the report. These fields default to "0000000000" and "zzzzzzzzzz" (i.e. by default, all closed Matters fitting the specified criteria will be included in the report).

Sort By
From the list provided, the user must select the format in which the report will be produced. Valid options are Alphabetic and Numeric. The user also has the option to manually enter their Sort By selection. This field defaults to the Alphabetic option.